3Chopt Investment Partners’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$759K Sell
2025
Q1
$816K Buy
2024
Q3
Sell
2024
Q2
$450K Buy
2024
Q1
Sell
2023
Q4
$409K Buy
2023
Q3
Sell
2023
Q2
$353K Sell
2023
Q1
$419K Hold
2022
Q4
$448K Buy